Institutional shares held 22.4 Million
0 calls
0 puts
Total value of holdings $444M
$0 calls
$0 puts
# of Institutions 155


Latest Institutional Activity in IBTK

Top Purchases

Q4 2025
Mkt Advisors LLC Shares Held: 653K ($12.9M)
Q4 2025
Legacy Private Trust Co. Shares Held: 583K ($11.6M)
Q4 2025
Park Avenue Securities LLC Shares Held: 123K ($2.44M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 233K ($4.62M)
Q4 2025
Waycross Investment Management CO Shares Held: 508K ($10.1M)

Top Sells

Q4 2025
Confluence Investment Management LLC Shares Held: 365K ($7.24M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 772K ($15.3M)
Q3 2025
Star Financial Bank Shares Held: 17.8K ($353K)
Q3 2025
Ifp Advisors, Inc Shares Held: 57.1K ($1.13M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 120K ($2.38M)

About IBTK

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